Products & Services

Products & Services

INSURANCE
• Traditional Life (Term & Whole)
• Universal Life
• Variable Life
• Survivorship Life (Universal, Variable, & Whole)
• Long Term Care Insurance
• Deferred Annuities (Variable & Fixed)
• Immediate/Payout Annuities (Variable & Fixed)
• Disability Income Insurance

INVESTMENTS
• Annuities (Variable & Fixed)
• Traditional IRA`s
• Roth IRA`s
• Education IRA`s
• Simple IRA`s
• SEP IRA`s
• Mutual Funds
• Full Service Brokerage Accounts

We can also provide assistance with:

• Qualified Retirement Plans

o 403(b) Plans
o 401(k) Plans
o Profit Sharing Plans
o Money Purchase Plans
o Defined Benefit Plans

• Non-Qualified Executive Benefit Plans

o Deferred Compensation Plans
o SERP Plans
o Salary Continuation Plans
o Bonus Plans
o Accounts Receivable Leveraging

• Individual & Family Benefits

o Retirement Income Analysis
o Wealth and Accumulation Transfer
o College Funding
o Business Succession Strategies